Are wholesalers focused on the wrong numbers?
Yes, dollars in the door – gross tonnage – is still the measurement of success for virtually most wholesalers.
But what if production is the wrong number to focus on every single day?
UPDATED: An Even Faster and Still Free Way For Wholesalers To Map Advisor Locations
Do you get dirty in the data?
If you have used the Wholesaler Masterminds Rotation Builder then you know it’s a terrific tool to assist you with the proper way to cover your territory so that you run it – and not the opposite.
[Update: A reader graciously shared a tool that he thought worked even faster than the one we demonstrated….and he was right! See screencast #2]
The Allure of The Filler Appointment
The demands on a wholesaler are great.
Both from the advisors they serve and the managers that employ them.
One of those demands is activity.
Wholesaling Chicken or Wholesaling Egg? – The Epilogue
In our Sunday Night Email (sign up over in the sidebar to join 10,000 of your peers that receive this communication ——> ) we wrote the following and asked for your input.
And input we got!
Here’s the Sunday Night Email followed, by the reader comments:
Wholesalers Need to Get Dirty in the Data – Steve DeLano
Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.
It was at this meeting that I met Steve DeLano and Market Metrics.
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